TechTalk

Expert commentary and analysis on market developments. Plus guidance on identifying planning opportunities.

In this techtalk

See how your business could benefit as our Financial Planning team
looks at a range of topics on retirement planning and protection.

Jars filled with coins

Small pots – LTA & MPAA Planning opportunities

Using the small pots rules to withdraw up to £30,000 from pensions without using up LTA or triggering the MPAA.

INTERGENERATIONAL FINANCIAL PLANNING

We show how intergenerational financial planning benefits current clients, the next generations, and advisers.

DEATH BENEFITS – YOUR QUESTIONS ANSWERED

A selection of frequently asked questions covering all aspects of defined contribution scheme death benefits.

TUPE, AUTOMATIC ENROLMENT & WORKPLACE PENSIONS

An outline of the TUPE and TEPP pension provisions and how they interact with automatic enrolment.

ANNUITY DEATH BENEFITS – WHY THEY ARE IMPORTANT

We explain how the different death benefit options available with annuities can create bespoke solutions for clients.

BANKRUPTCY & PENSIONS

We explain the historical and current bankruptcy protections for pension scheme members.

INTERGENERATIONAL PENSION PLANNING

A summary of the tax benefits of personal pensions and their potential use as an estate planning vehicle.

DB ADVICE AND FG21/3 – IT’S THE FINAL GUIDANCE

In the latest in our series on the FCA’s approach to DB advice, we welcome its finalised guidance – summarising the key points.

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